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Comprehensive Financial Guidance for Your Future with Wise Financial Consulting

At Wise Financial Consulting, led by experienced IFA Gavin Wise, we offer personalized financial advice tailored to your unique needs. With over 16 years in the industry and our firm established four years ago, our services encompass pensions, retirement planning, investments, savings, protection, mortgages, estate planning, long-term care, and wills. We focus on proactive, customer-led solutions that fit within a grouped environment, addressing issues like limited fund choices and lack of individual attention. Let us help secure your financial future with a professional approach.

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Comprehensive Financial Guidance for Your Future with Wise Financial Consulting

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  1. A Lifetime of Financial Advice Wise Financial Consulting

  2. Who are we ? Gavin Wise - IFA 16 years Experience Wise Financial Consulting Ltd Formed 4 years ago Independent Financial Advisers

  3. What do we do? Pensions – Group and Personal Retirement Planning Investments Savings Family and Personal Protection Mortgages Estate planning and IHT mitigation Long Term Care Planning Wills

  4. Solutions Individual Solutions within a Grouped Environment

  5. NEST • Main Issues : • Limited Fund Choices • One Size Fits All • You are on your Own ! • No Annual Reviews

  6. Typical Issues - GPP • Client invests in pension with adviser and never seen again • Wonder why your pension is performing poorly? • Investment returns depend on AMOUNT invested but also how the money is MANAGED

  7. Example Returns 5 year Growth figures • Halifax Cautious Managed 7.2% • Investec Cautious Managed 32.8% • HSBC China 17.5% • Newton Oriental 66.1%

  8. Solution • Factfind on all Individuals • Financial Health Check • Individual Solutions – not one size fits all • Eg Risk Ratings versus Age • Equities versus Fixed Interest • How much to pay in ? • Monthly Fund Management - RSM • Advice Line – IFA to talk to • Proactive

  9. Added Value • Why ? • Employees feel more valued • Happier work force • Loyalty • Respect

  10. Summary A Lifetime of Financial Advice Professional & Proactive Approach Customer Led Experience

  11. Questions & Answers ? How much Pension £ ? 65 60 55 50 Age ?

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